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State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
126
Avantax Planning Partners
Iowa
$308K -$297K -6,294 -49%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$302K +$176K +3,740 +140%
Creative Planning
128
Creative Planning
Kansas
$301K +$167K +3,535 +124%
AEPG
129
American Economic Planning Group
New Jersey
$294K +$295K +6,249 New
AC
130
Alexandria Capital
Virginia
$292K +$22.9K +485 +8%
SPIA
131
Steward Partners Investment Advisory
New York
$274K +$94.4K +2,002 +52%
Verition Fund Management
132
Verition Fund Management
Connecticut
$258K +$258K +5,473 New
EAM
133
Evanson Asset Management
California
$239K +$1.32K +28 +0.6%
LWM
134
Lenox Wealth Management
Ohio
$230K +$53.2K +1,128 +30%
GS
135
Girard Securities
California
$222K -$34K -721 -13%
CFN
136
Cordasco Financial Network
Florida
$220K +$29K +614 +15%
UCFA
137
United Capital Financial Advisors
Texas
$216K
TSS
138
Two Sigma Securities
New York
$216K +$217K +4,591 New
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$215K +$216K +4,576 New
LNC
140
Lincoln National Corp
Pennsylvania
$213K +$519 +11 +0.2%
BCM
141
Boltwood Capital Management
California
$208K +$209K +4,433 New
AG
142
Advisor Group
Arizona
$196K +$37K +785 +23%
BlackRock
143
BlackRock
New York
$182K -$1.46K -31 -0.8%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$174K -$63.6K -1,349 -27%
PA
145
Parallel Advisors
California
$153K -$39K -827 -20%
WIM
146
Westside Investment Management
California
$135K +$21.9K +465 +19%
US Bancorp
147
US Bancorp
Minnesota
$134K +$4.86K +103 +4%
HNB
148
Huntington National Bank
Ohio
$123K
IFA
149
Interactive Financial Advisors
Illinois
$103K +$103K +2,182 New
WA
150
WFG Advisors
Texas
$89K +$59.9K +1,270 +203%

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.